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Vanguard S&P Mid-Cap 400 ETF
IVOO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Vanguard National Trust
101
Vanguard National Trust
Pennsylvania
USD 1.9 M -USD 29.1 k -234 -2%
Gibraltar Capital Management
102
Gibraltar Capital Management
Oklahoma
USD 1.84 M – – –
Corient Private Wealth
103
Corient Private Wealth
Florida
USD 1.81 M +USD 334 k +2,689 +24%
Envision Financial Planning
104
Envision Financial Planning
Tennessee
USD 1.79 M -USD 10.2 k -82 -0.6%
Quadrant Capital Group
105
Quadrant Capital Group
Ohio
USD 1.78 M – – –
Huntington National Bank
106
Huntington National Bank
Ohio
USD 1.7 M – – –
Greenleaf Trust
107
Greenleaf Trust
Michigan
USD 1.65 M -USD 59 k -475 -4%
Evergreen Wealth Solutions
108
Evergreen Wealth Solutions
Pennsylvania
USD 1.62 M -USD 43 k -346 -3%
Zhang Financial
109
Zhang Financial
Michigan
USD 1.6 M +USD 306 k +2,466 +25%
Gotham Asset Management
110
Gotham Asset Management
New York
USD 1.6 M – – –
First Bancorp
111
First Bancorp
Maine
USD 1.48 M – – –
Focus Partners Wealth
112
Focus Partners Wealth
Massachusetts
USD 1.48 M +USD 232 k +1,866 +20%
Fidelity Investments
113
Fidelity Investments
Massachusetts
USD 1.46 M +USD 127 k +1,025 +10%
PI
114
Pachira Investments
California
USD 1.44 M +USD 232 k +1,869 +20%
Ritter Daniher Financial Advisory
115
Ritter Daniher Financial Advisory
Ohio
USD 1.43 M -USD 58 k -467 -4%
Sittner & Nelson
116
Sittner & Nelson
Oregon
USD 1.42 M -USD 18.6 k -150 -1%
Atria Investments
117
Atria Investments
North Carolina
USD 1.36 M -USD 4.22 k -34 -0.3%
WealthBridge Capital Management
118
WealthBridge Capital Management
Ohio
USD 1.36 M -USD 4.22 k -34 -0.3%
Naples Global Advisors
119
Naples Global Advisors
Florida
USD 1.33 M – – –
Pitcairn Wealth Advisors
120
Pitcairn Wealth Advisors
Pennsylvania
USD 1.31 M – – –
Summit Financial Strategies
121
Summit Financial Strategies
Ohio
USD 1.3 M – – –
FourThought Financial Partners
122
FourThought Financial Partners
Florida
USD 1.28 M +USD 251 k +2,021 +26%
Centennial Bank
123
Centennial Bank
Arkansas
USD 1.24 M +USD 1.18 M +9,494 Nuevas
Park Avenue Securities
124
Park Avenue Securities
New York
USD 1.23 M -USD 373 k -3,002 -24%
Base Wealth Management
125
Base Wealth Management
Florida
USD 1.23 M -USD 109 k -876 -9%
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